Senior FP&A Analyst

Key Responsibilities


Financial Planning & Budgeting
• Support and coordinate the annual budgeting and multi-year financial planning process, coordinating inputs across all business units and functional leaders
• Build and maintain dynamic, driver-based financial models that support scenario analysis, sensitivity testing, and strategic planning
• Develop rolling forecasts that integrate operational and financial data, identifying variances and emerging risks or opportunities
• Establish the foundational FP&A infrastructure, including budgeting templates, forecasting cadences, and reporting frameworks


Reporting & Analytics
• Prepare monthly, quarterly, and annual financial reporting packages for the CFO and senior management; support the CFO in preparing materials for sponsor and the Board of Directors
• Deliver insightful variance analysis (actual vs. budget vs. prior period) with clear narrative and actionable recommendations
• Develop and maintain KPI dashboards and management reporting tools that provide real-time visibility into business performance
• Translate complex financial data into clear, compelling presentations for non-financial stakeholders and executive audiences


Strategic & PE Sponsor Support
• Support the CFO in preparation for quarterly board meetings, investor / lender updates, and ad hoc PE sponsor requests
• Support strategic initiatives including M&A analysis, investment cases, organic growth modeling, and capital allocation analysis
• Assist in the preparation of board decks, management presentations, and investor materials with a high degree of precision and professionalism
• Conduct market, competitive, and benchmarking analysis to inform strategic planning and provide business context to financial results


Business Partnering
• Partner with department heads and operational leaders to drive financial accountability, support resource allocation decisions, and improve cost discipline
• Develop business cases and ROI analyses for key initiatives and capital expenditure requests
• Identify and surface analytical insights and recommendations to improve profitability and working capital efficiency; support the CFO and operational leaders to drive execution and benchmark improvements


Qualifications & Requirements


Required
• 3-6 years of progressive FP&A, corporate finance, investment banking, or PE experience; background in high-growth or PE-backed environments strongly preferred
• Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA, CFA, or CPA a plus
• Expert-level financial modeling and Excel proficiency; experience building complex, integrated 3-statement models
• Demonstrated experience preparing and delivering materials for senior executive, board, and investor audiences
• Strong working knowledge of GAAP financial statements, key financial metrics, and PE-relevant performance measures (EBITDA, working capital, leverage, returns)
• Exceptional analytical skills with the ability to distill complex data into clear, concise insights
• High intellectual curiosity, strong work ethic, and the ability to work independently in a fast-paced, resource-constrained environment
• Outstanding written and verbal communication skills; ability to influence without authority


Preferred
• Experience in a PE-backed portfolio company or direct exposure to PE sponsor reporting cycles
• Familiarity with leading practice ERP and FP&A platforms (e.g., NetSuite, Sage Intacct, Adaptive Insights, Planful, Anaplan)
• Experience with data visualization tools (e.g., Power BI, Tableau) and/or advanced analytics
• Prior experience in a startup, scale-up, or turnaround environment where FP&A processes were built rather than inherited
• Exposure to M&A due diligence, integration modeling, or transaction support